Your Account | Benefix Help Center

Your Account

Get Started with benefix and Make the Most of Your Account

14 articles in this collection
Written by Lauren Hershey and Cindy Fillgrove

Getting Started

Introduction to to Your Dashboard

Get to know your dashboard and start using everything benefix has to offer!

Written by Lauren Hershey
Updated over a week ago

Navigate Your Sidebar Menu

Switch between pages easily with our Sidebar Menu

Written by Cindy Fillgrove
Updated over a week ago

The Chat Widget

Talk to a REAL benefix team member!

Written by Lauren Hershey
Updated over a week ago

UnitedHealthcare Appointment

Written by Lauren Hershey
Updated over a week ago

Account Maintenance

Edit Your Account Information

Configure and customize your benefix account

Written by Lauren Hershey
Updated over a week ago

Password Guide

How to unlock your account, reset or recover your password.

Written by Cindy Fillgrove
Updated over a week ago

"Assign to Broker" Feature

Written by Lauren Hershey
Updated over a week ago

How to Invite a Downstream Broker or Brokerage

This is only available to GA Admin level permissions

Written by Lauren Hershey
Updated over a week ago

Roles and Permissions

Written by Lauren Hershey
Updated over a week ago

What's New?

BONUS June Highlights

Say hello 👋 to MORE June highlights!

Written by Lauren Hershey
Updated over a week ago

June Highlights

Say hello 👋 to June's new features!

Written by Lauren Hershey
Updated over a week ago

May Highlights

Say hello 👋 to May's new features!

Written by Lauren Hershey
Updated over a week ago

April Highlights

Say 👋 hello to April's new feature!

Written by Lauren Hershey
Updated over a week ago

March Highlights

Say hello 👋 to March's new features!

Written by Lauren Hershey
Updated over a week ago